Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $181,347,331 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 49,611 | $28,180,329 | 15.54% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 88,775 | $17,311,926 | 9.55% | |
| 3. | VWO | 318,764 | $15,766,076 | 8.69% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 49,456 | $13,839,160 | 7.63% | |
| 5. | Vanguard World Fund | 107,687 | $12,827,702 | 7.07% |
